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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,030 | $176,794-96.6% | $146,647-95.9% | $167,553-96.4% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | -87.80% | 24.04%-111.8pp | 22.75%-110.5pp | 478.89%-566.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $11,077 | $6,440+72.0% | $5,506+101.2% | $6,343+74.6% |
| Admin fee / account holder | $10,214 | $13,262-23.0% | $10,281-0.6% | $12,316-17.1% |